Investment Counsellor Training Manager

Lead innovative training for Investment Counsellors at PH&N in Toronto. This role focuses on optimizing performance and enhancing client relationships through effective training solutions.

As a pivotal Program Manager, you will design transformative learning experiences that empower counsellors in their client interactions and operational efficiency. Your wealth management experience and strong communication skills will foster high-performance cultures, driving measurable outcomes for the organization.

Key Responsibilities:

• Execute strategic training aligned with business goals

• Modernize counsellor practices through evaluations of trends

• Deliver impactful facilitation sessions both in-person and online

• Cultivate accountability and growth through coaching

• Utilize technology to enhance engagement strategies

Requirements:

• 5-7 years in training, coaching, or sales enablement

• Demonstrated experience in relationship management

• Exceptional presentation skills for diverse groups

• Strong problem-solving and strategic planning abilities

• Comfortability in ambiguous environments

Drive innovation in Investment Counsellor training and elevate client management standards with PH&N.
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